Do More Planning: Presenting the Plan

Published

Join us for part 3 of a 4 part series featuring Gregory Furer, CFP®,CRPC®, CEO of Beratung Advisors.

In part 1, Greg shared effective tips for educating new and existing clients on the value of financial planning. In part 2 he provided actionable guidance to help you efficiently engage clients capture their financial information and objectives.

In this session Greg will share his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.